"Our view is that diversification by investing methodology and strategy, as well as by manager and timeframe represents a modern take on portfolio design and diversification." - Tactical Fund Investors
[Stock market volatility and uncertainty represent major risks for advisors and their clients by testing investors’ resolve and their ability to stay the course to capture the effects of long-term compounding.
[It may be an awkward concept to grasp, but just focusing on an investment strategy or strategies to make money from positive upward market movements over time may not be enough.
[The nature of Markets evolve and change. What is driving today’s volatile markets are increased uncertainty, complexity, huge institutional money flows, sentiment, and social media.
[The current market demand for enhanced alpha-generating strategies, investment transparency, and operating efficiency in today’s uncertain and volatile markets presents an opportunity for investment technology leaders to bring more solutions
[An intriguing article with a very different perspective and an automated AI methodology for fundamental analysis was recently contributed to the Institute.
[In developing new solutions to an old problem, whole new avenues can open up just by challenging traditional thinking and purposefully changing your perspective to ask tough questions.
"Misconceptions and confusion about the field still exist and we need a journal to thoroughly examine all the issues." - Brian Bruce, Editor, Journal of Impact & ESG Investing
"Why wouldn’t a professional avail themselves of a tool that is designed to help in the most challenging market environments?" - David Aferiat, Trade-Ideas